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Quick Start for agents & agencies


Reduce risk and increase regulatory accuracy through tight connections to industry stakeholders.

  • Improve onboarding processes
  • Grow sales channel without added labor costs
  • Avoid fines with increased regulatory accuracy
  • Reduce quote-to-issuance cycle time
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Securities Firm

Reduce reputational risk, improve your representative onboarding process, and streamline ongoing reporting requirements by automating the steps you take to get and keep your sales channel authorized to sell.

  • Grow sales channels without adding labor cost
  • Increase regulatory accuracy to avoid fines
  • Reduce quote-to-issuance cycle time
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Automate the time-consuming process of ensuring your producers and CSRs are authorized to sell.

  • Accelerate licensing transactions
  • Improve data access and accuracy
  • Increase visibility into business processes
  • Minimize manual data-entry
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Individual Producers

Easily apply for or renew a license, access letters of certification, print your license and more in minutes.

  • Access all 50 state departments of insurance quickly from a single interface
  • Instantly manage your personal licensing with convenient, quick-link access to online services
  • Manage continuing education requirements with real-time tracking
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Education Providers

Streamline your continuing education compliance filing through improved market access.

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State Regulators

Unburden your staff of repetitive data-entry so they can focus on regulating producers and protecting consumers.

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Award Winning Insurance Regulatory Compliance Software

As the leading provider of software for insurance, Vertafore offers a full line of award-winning solutions that boost productivity, lower costs, and help grow your business. Our Sircon Producer Lifecycle Management compliance software empowers insurance carriers, agencies, education providers, state regulators and individual producers to improve business efficiency by simplifying and accelerating producer sales authorization.

Our insurance producer licensing software, Compliance Express & AgencyEDGE, allows carriers, agencies and individual agents or adjusters to submit an insurance license application, insurance license renewal, National Producer Database (PDB) inquiry, or agent appointment quickly to all 50 states. Insurance education providers also have the benefit of filing course completion data and rosters to all 50 states from one convenient location. Vertafore's Producer Manager helps agencies and carriers track and manage insurance producer credentials and education to ensure that businesses are compliant and agents are authorized to sell.